See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,186 | $65,561-43.3% | $86,188-56.9% | $75,163-50.5% |
| Participation rate | 85.3% | 60.5%+24.8pp | 69.0%+16.3pp | 67.2%+18.1pp |
| Annual return | -4.56% | 46.05%-50.6pp | 1168.45%-1173.0pp | 160.62%-165.2pp |
| Employer contribution / active EE | $807 | $1,553-48.0% | $2,380-66.1% | $2,670-69.8% |
| Participant deferral / active EE | $4,303 | $3,024+42.3% | $3,985+8.0% | $4,125+4.3% |
| Admin fee / account holder | $9,971 | $5,474+82.2% | $6,852+45.5% | $5,651+76.5% |